The real cost of messy onboarding
Sound familiar?
If onboarding still feels like a second job, you’re not alone. Most freelancers and agencies lose serious time before the “real” work even starts.
Chasing answers everywhere
The same client info lives across email, Slack, DMs, and random PDFs—so you spend more time threading messages than doing the work.
Repeating yourself on every project
You copy-paste the same questions, scopes, and contract snippets into yet another doc because nothing is standardized.
Missing files at the worst moment
Attachments get lost in long threads, versions clash, and you’re still asking for that logo file on day three.
Kickoffs that drag on
Without a clear checklist, projects start late, scope stays fuzzy, and you’re stuck in endless “quick follow-ups.”
Billable time eaten by admin
Hours you could invoice disappear into onboarding chaos—chasing, formatting, and rebuilding the same assets from scratch.
Reclaim hours every week— without cutting corners
Fentyr replaces scattered messages and manual busywork with one branded portal and a repeatable flow. Clients know what to do; you stop re-explaining, re-asking, and re-formatting the same things.
Back-and-forth
Up to -70%
Admin per client
3h -> 30 min
Setup time
< 15 min
Estimated from modeled onboarding workflows (not customer benchmarks): 5 clients/month, 3h manual admin per client, reduced to ~30 min with a structured portal flow.
Quick ROI estimate
Est. fewer follow-ups
up to 70%
Hours saved / month
12.5h
Value saved / month
$938
Estimate based on reducing onboarding admin to ~30 min/client with a structured portal flow.
- Less chasing: structured steps and reminders instead of endless pings (up to 70% fewer follow-ups).
- Faster handoffs: forms, files, and chat live in one place per project.
- More focus: AI drafts summaries and documents from what clients already gave you.
Everything you need to run onboarding like a pro
Replace manual follow-ups with a clear, repeatable client onboarding system.
Branded portal
Send one clean client link with your branding and workflow.
Forms & files
Collect requirements and documents without email chaos.
Payments
Use Stripe to request payment at the right step.
AI drafting
Turn onboarding data into summary, proposal, and contract drafts.
Client chat
Keep messages tied to the project instead of scattered DMs.
Analytics
Track completion and spot friction points early.
How it works
Three steps. No complexity.
Create your flow
Add steps: forms, file uploads, payments, messages. One flow, reuse for every client.
Send one link
Start a project, get a unique portal URL. Share it with your client — they see only their checklist.
Get it done
Track progress in real time. Chat inside the project. Use AI to score leads, draft proposals, and more.
Simple pricing for freelancers and agencies
Start with a 7-day trial. Upgrade only when your workflow needs more capacity.
Starter
billed monthly
- 3 active flows
- 10 client projects/month
- 1 GB storage
- 10 AI generations/month (summary, scoring, proposal, contract)
- Email support
- Fentyr branding on portal
Get started
A lean setup to launch your onboarding system.
Pro
billed monthly
- Unlimited flows
- 50 client projects/month
- 3 GB storage
- Priority support (24h)
- Custom domain
- Advanced analytics
- Powered by Fentyr on client portal
Start Pro trial
Best fit if you onboard clients every month.
Agency
billed monthly
- Everything in Pro
- Unlimited client projects
- 20 GB storage
- Priority support (12h)
- Up to 5 team members
- Full white label (no Powered by on client portal)
- API access (coming soon)
- Custom integrations
Get Agency
For agencies and teams with high volume.
Ready to make onboarding feel premium?
Start with one flow, send one link, and streamline your next client project. No credit card required.